Lorkovic Wealth Management believes that sound financial advice encompasses far more than just investment advice. Therefore we look at your total financial situation and offer you a comprehensive range of investment, financial, tax minimization, insurance, wills and estate planing, and legacy creation services. 

An extended team of specialists supplements your core team of dedicated professionals. We draw upon the expertise of this group – on your behalf – as circumstances dictate.

Frank Lorkovic, PFP, FCSI

Vice-President & Portfolio Manager

519-747-4324 | Email me
1-800-265-8720

A graduate in Business Administration from Wilfred Laurier University, Frank has been in the financial services Industry for over 25 years. He is a member of a elite group within RBC Dominion Securities to earn the Portfolio Manager designation, one of the highest designations in the investment industry.

With considerable experience in commercial banking, Frank has spent the past several years helping business owners – especially farmers – manage their finances, so they can focus on running their enterprise efficiently and effectively.

Hands-on and pro-active, Frank directs the Lorkovic Wealth Management team in the creation and management of custom portfolios and sophisticated investment strategies for all our clients – designed to help them build and preserve their wealth.

Athlete, outdoorsman and with two children, Frank is easygoing and approachable. His friends regard him as amiable, warm, kind and – above all – fair.

Brent Dekoning

Associate Advisor

519-747-5541 | Email me

Holding a number of accreditations from the Canadian Securities Insitute, Brent has the expertise to manage all your financial needs – from tax minimization and long-term financial planning, to legacy creation and intergenerational wealth transfer.

His passion for helping people, and seeing those around him succeed, is reflected in the fact that so many of our affluent family clients clearly enjoy working with him. Professional and dedicated, making a difference locally and internationally is very important to Brent.

He is an active member of the Rotary Club of Kitchener, and participates in international mission trips with his local church. As a husband and a father of two young boys, Brent is dedicated to his family, his clients, and creating lasting change in his community.

Gayle Houle

Associate Advisor

519-747-2701 | Email me

Considered to be one of the elite associates in our practice, Gayle is a talented and resourceful administrator, committed to the daily delivery of excellent customer service.

With over 17 years’ experience with RBC Dominion Securities, she holds a number of accreditations from the Canadian Securities Institute. Gayle is responsible for ensuring that Lorkovic Wealth Management client service is conducted seamlessly, promptly and diligently.

Married and living in Ayr Ontario with two grown children – and, just recently, a beautiful grand daughter – Gayle is very dedicated to her family and her community.

Farrah Amikons

Associate

519-747-1634 | Email me

Farrah joined RBC in 2012 after graduating from Brock University with an Honours Bachelors of Business Administration degree. She has also completed her Investment Representative licensing courses through the Canadian Securities Institute.

Farrah is dedicated to providing exceptional client service and can assist with any administrative requests or general inquiries you may have.

In her free time, Farrah enjoys spending her time outdoors with family and friends.  

Your exteneded team

Scott VanEngen, CPA, CA CFP

Financial Planning Specialist

Scott brings his 25 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning.

Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.Scott is a member of the Canadian Institute of Chartered Accountants, Chartered Professional Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.
 

Bobby Hinduja, CPA, CA, CBV

High Net Worth Planning Services

As a member of the High Net Worth Planning Services team, Bobby, together with your advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.

Bobby has over 13 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives.

Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed Levels I and II of the CPA In-Depth Tax Course.
 

Mark Skeggs, CPA, CA, CFP, TEP

Vice President, High Net Worth Planning Services

Mark is a Chartered Professional Accountant, Chartered Accountant, Certified Financial Planner, and a Trust and Estate Practitioner.

He has completed the Society of Trust and Estate Practitioners Advance Certificate in Family Business Advising, all three levels of the CPA Canada In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course and the Corporate Reorganizations Course.

Mark has served as Chair of the Board of Evaluators for CPA Ontario and Treasurer for the Boys and Girls Clubs of Ontario. He obtained his Bachelor of Commerce (Hons.) from Queen’s University.

Mark works closely with your advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs.
 

Shannon Row-Ewing, B.A., LL.B.

Will & Estate Consultant

Shannon worked in private practice for ten years before joining RBC in 2010. She specialized in the areas of Wills & Estate planning, estate administration and real estate.

Shannon graduated from the University of Guelph with an Honours B.A. and received her LLB from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada, the Canadian Bar Association Estates Section (Ontario) and the Oxford Law Society.

Shannon works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner.

Shannon lives in Woodstock, Ontario with her husband and three kids.


Stephen Wiffen, CFP, CLU, ChFC

Estate Planning Specialist

Steve graduated with a BES (Bachelor of Environmental Studies) from the University of Waterloo in 1984 and entered the insurance business that same year.

He has acquired the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations – both of which recognize his specialization in life insurance and estate planning.

Working closely with your advisor, Stephen employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them.

He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes.

To help you receive high-quality, cost-effective insurance solutions, Stephen evaluates various insurance offerings from Canada’s top-ranked insurance providers.